Personal Lines Placement Specialist: Strategic Insurance Pro

Acrisure; Mississippi; Vor Ort; USD 48.000 - 65.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Zusammenfassung

Acrisure is seeking a Placement Specialist to join our growing team. The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts.

This includes overseeing timelines, conducting exposure analysis, preparing quote specifications, negotiating coverage terms, and presenting comprehensive proposals to clients. The role requires close collaboration with Client Advisors, Account Service Teams, and carrier

Qualifikationen

• Excellent phone etiquette, written and verbal communication, presentation and interpersonal skills.
• Able to work with minimum supervision; able to accept directions.
• Proficient with MS Office products, including Excel and Word.
• Strong organizational skills and ability to handle multiple tasks and prioritize work.
• Demonstrated flexibility and adaptability to changing priorities and deadlines.
• Strong attention to detail to ensure document accuracy.
• Able to work effectively in a team environment with strong customer service skills.
• Experience with a broker/agent, including marketing large middle market accounts to carriers; excellent knowledge of the markets.
• Strong knowledge of all basic applicable insurance coverages.
• Proficient in creating the proposal presentation documents that we identify as required documents

Aufgaben

• Timeline & Process Management: Maintain timeline and process during the new business and renewal processes, including exposure analysis and coverage proposals.
• Communication: Communicate effectively within the team and with markets and carrier partners.
• Policy Review & Recommendations: Review policies and contracts and make recommendations for improvement.
• Submission Preparation: Prepare property and casualty submissions including Acord applications and loss summaries.
• Data Analysis: Analyze prospect client exposure and develop loss models when necessary.
• Market Relationships: Maintain familiarity with insurance companies and wholesalers.
• Licensing Compliance: Abide by licensing requirements and continuing education.

Kenntnisse

Communication

MS Office

Attention to detail

Organizational skills

Teamwork

Customer service

Adaptability

Ausbildung

College degree

Insurance license

Tools

Epic

MS Office

Excel

Word

Jobbeschreibung

Acrisure is seeking a Placement Specialist to join our growing team. The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts.

This includes overseeing timelines, conducting exposure analysis, preparing quote specifications, negotiating coverage terms, and presenting comprehensive proposals to clients. The role requires close collaboration with Client Advisors, Account Service Teams, and carrier